TB
Theresa Bond
PROMONTORY FINANCIAL PLANNING
Layton, UT 84040
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CRD#: 7652461
TB
Professional summary
Theresa Bond is a registered financial advisor currently at PROMONTORY FINANCIAL PLANNING, LLC located in Layton, Utah.
Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Theresa has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) BOND FINANCIAL, INC. I receive renewals from my business with Legacy Financial 2) Goar Financial Services - I am an employee of this company.
CRS (Client Relationship Summary) - RIA
Click below to view Theresa Bond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 28, 2025 - Present
PROMONTORY FINANCIAL PLANNING, LLC
Office #1: 1826 East 3100 North Suite A, Layton, UT 84040RIA
CRD#: 153666
Layton, UT
Past
February 5, 2024 - April 4, 2025
AEGIS WEALTH MANAGEMENT, INC.
RIA
CRD#: 301990
Layton, UT
Past
March 24, 2023 - March 28, 2024
SIMPLE FINANCIAL, LLC
RIA
CRD#: 321616
SOUTH OGDEN, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PROMONTORY FINANCIAL PLANNING, LLC
GOAR FINANCIAL SERVICES | PROMONTORY FINANCIAL PLANNING, LLC | PROMONTORY FINANCIAL PLANNIG, LLC | PREMIER FINANCIAL PLANNING
CRD#: 153666 / SEC#: 801-114494
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Arizona
Registered Investment Advisory firm - (2/1/2019 Terminated)California
Registered Investment Advisory firm - (4/10/2019 Terminated)Colorado
Registered Investment Advisory firm - (2/12/2019 Terminated)Idaho
Registered Investment Advisory firm - (2/1/2019 Terminated)Utah
Registered Investment Advisory firm - (2/4/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(4/28/2025)
Current Firm
PF
PROMONTORY FINANCIAL PLANNING, LLC
GOAR FINANCIAL SERVICES | PROMONTORY FINANCIAL PLANNING, LLC | PROMONTORY FINANCIAL PLANNIG, LLC | PREMIER FINANCIAL PLANNING
CRD#: 153666 / SEC#: 801-114494
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Arizona
Registered Investment Advisory firm - (2/1/2019 Terminated)California
Registered Investment Advisory firm - (4/10/2019 Terminated)Colorado
Registered Investment Advisory firm - (2/12/2019 Terminated)Idaho
Registered Investment Advisory firm - (2/1/2019 Terminated)Utah
Registered Investment Advisory firm - (2/4/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Farmington, UT
Mailing Address
Phone number
(801) 513-2545
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 570 |
| AUM (Assets Under Management) | $ 280,000,000 |
Red Flags
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Company Information
PROMONTORY FINANCIAL PLANNING, LLC
CRD#: 153666Layton, UT 84040TRUST BUT VERIFY
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